Open the link to your Platform using your web browser
Enter your Email and Password, then click Login
Click Smart Skills on the main menu
Click User Management in the main menu
Select Teams
Click the "+" button to add a new Team
Enter the Team Name
Optional: To create a Sub-Team, select the Team to which it should belong
Click NEXT
Click NEXT to continue creating your Team
You can add users later
Click NEXT to continue creating your Team
You can activate guide approval later
If you are using this Team also for Guide creation, choose a setting for who should receive guide related email notifications
Click NEXT
If you are using this Team also for Guide creation, choose the Workspaces this team should have access to
Click SAVE
Your Team is now created!
Click User Management in the main menu
Select Users
Click the "+" button
Enter User details such as:
Click NEXT
Select the Team to which you want to add this user
Select the Role the user should have in this Team
Optional: Select the Job Title the user should have in this Team
Click CREATE & INVITE USER
Click User Management
Select Teams
Click on the Team you want to manage
Go to the Users tab
Click Add another user
Select the User from the drop-down list
Select the Role the user should have in this Team
Optional: Select the Job Title the user should have in this Team
Click ADD TO TEAM
The user has now been successfully added to the Team!
Click User Management in the main menu
Select Job Titles
Click the "+'' button
Enter the Job Title Name
Click CREATE
Click User Management in the main menu
Select Teams
Click on the Team you want to manage
Go to the Users tab
Find the user you want to edit
Select the Job Title from the drop-down list
Changes will be saved automatically
Click on Settings in the main menu
Select Platform
Select Skill Levels
Click on the pencil icon to change the name of the skill level
Modify the name of the skill level
Click SAVE CHANGES
Click Smart Skills in the main menu
Select Skills
Click + CREATE SKILL
Enter the Skill Name
Select the Assessment Frequency from the drop-down menu
Add any relevant tags to your Skill
Click Add Learning Activities
A tab will appear with a list of learning activities
Click + Create Learning Activity
Enter the Learning Activity Name
Enter a description of the Learning Activity
Paste the link to the learning content, if applicable
Add any relevant tags to your Learning Activity
Click CREATE
Your Learning Activity has now been saved and added to your skill.
Add as many Learning Activities as needed
Click on the grey area to go back to your Skill
Click CREATE
Your Skill is now created!
Click Smart Skills in the main menu
Select Learning Activities
Click + CREATE LEARNING ACTIVITY
Enter the Learning Activity Name
Enter a description of the Learning Activity
Paste the link to the learning content
Add any relevant tags to your Learning Activity
Click CREATE
Your Learning Activity is now created!
Click Smart Skills in the main menu
Select Skills
Click + CREATE SKILL
Enter the Skill Name
Select the Assessment Frequency from the drop-down list
Add any relevant tags to your Skill
Click Add Learning Activities
A tab will appear with a list of Learning Activities
Select the Learning Activities that are required for this Skill
Click on the grey area to go back to your Skill
Click CREATE
Your Skill is now created!
Click Smart Skills in the main menu
Select Skill Profiles
Click CREATE SKILL PROFILE
Enter the Skill Profile Name
Click + ADD SKILLS
Select the Skills that are required for this Skill Profile
Select the required level for each Skill
Click NEXT
Click + ADD TEAM & JOB TITLE to assign the Skill Profile to a Team and/or Job Title
Select a Team to assign the Skill Profile to all users within the Team
Click on the grey area to go back
Verify that the Skill Profile is assigned to all relevant Teams or Job Titles, then click SAVE.
Click Smart Skills in the main menu
Select Learning Activities
Find the Learning Activity you want to edit
Click on the Learning Activity
Edit the Learning Activity Name, change the Description, update the Link, or edit the Tags
Press SAVE
Click Smart Skills in the main menu
Select Learning Activities
Find the Learning Activity you want to delete
Click on the 3 dots next to the Learning Activity
Select Delete
You will receive a warning message if the Learning Activity is used in a Skill Profile
Select DELETE to confirm you would like to delete the Learning Activity
Click Smart Skills in the main menu
Select Skills
Find the Skill you want to edit
Click on the Skill
Edit the Skill Name, change the Assessment Frequency, edit the Tags, or add/delete Learning Activities
Press SAVE
Click Smart Skills in the main menu
Select Skills
Find the Skill you want to delete
Click on the 3 dots next to the Skill
Select Delete
You will receive a warning message if the Skill is used in a Skill Profile
Select DELETE EVERYWHERE to confirm you would like to delete the Skill
Click Smart Skills in the main menu
Select Skill Profiles
Locate the Skill Profile and click the arrow next to the Skill Profile
Edit the Skill Profile Name or add/delete Skills
Click SAVE
Click Smart Skills in the main menu
Select Skill Profiles
Locate the Skill Profile and click the arrow next to the Skill Profile
Click Assign to...
Click + ADD TEAM & JOB TITLE to assign the Skill Profile to a Team and/or Job Title
Select a Team to assign the Skill Profile to all users within the Team
Click on the grey area to go back
Verify that the Skill Profile is assigned to all relevant Teams or Job Titles, then click SAVE.
Checkers